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Featured
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
March 4, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 03/04/2021
Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this...
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February 3, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 02/03/2021
Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple,...
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January 22, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q20
Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...
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